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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,682 | $45,872-41.8% | $77,100-65.4% | $68,490-61.0% |
| Participation rate | 98.0% | 55.9%+42.0pp | 67.9%+30.0pp | 67.9%+30.1pp |
| Annual return | -12.19% | 1.73%-13.9pp | 42.35%-54.5pp | -7.85%-4.3pp |
| Employer contribution / active EE | $2,728 | $1,650+65.4% | $2,815-3.1% | $2,597+5.0% |
| Participant deferral / active EE | $3,822 | $2,963+29.0% | $4,430-13.7% | $4,028-5.1% |
| Admin fee / account holder | $916 | $3,041-69.9% | $5,443-83.2% | $5,403-83.0% |